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Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment.We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


Setting high standards for the private real estate lending industry

      I just returned from the first-ever conference of the American Association of Private Lenders in Las Vegas… Continue reading

March 25, 2010

Mortgage Pools: Notes Investing Simplified (free webinar!)

Considering investing in real estate notes (also known as trust deeds)?  Mortgage pools — which act like mutual funds of… Continue reading

March 24, 2010

Considering Roth conversion? Some pitfalls to avoid.

The New York Times today has a helpful article on pitfalls to avoid in Roth conversion — some of which… Continue reading

March 5, 2010

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